Lido Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
5,070
-50
| -1% | -$6.77K | ﹤0.01% | 895 |
|
|
2025
Q1 | $624K | Buy |
5,120
+55
| +1% | +$6.71K | ﹤0.01% | 885 |
|
|
2024
Q4 | $652K | Sell |
5,065
-100
| -2% | -$12.9K | ﹤0.01% | 848 |
|
|
2024
Q3 | $652K | Sell |
5,165
-32
| -0.6% | -$4.04K | ﹤0.01% | 782 |
|
|
2024
Q2 | $620K | Sell |
5,197
-79
| -1% | -$9.43K | ﹤0.01% | 775 |
|
|
2024
Q1 | $607K | Buy |
5,276
+32
| +0.6% | +$3.68K | ﹤0.01% | 765 |
|
|
2023
Q4 | $550K | Hold |
5,244
| – | – | ﹤0.01% | 747 |
|
|
2023
Q3 | $492K | Sell |
5,244
-69
| -1% | -$6.48K | ﹤0.01% | 676 |
|
|
2023
Q2 | $518K | Buy |
5,313
+11
| +0.2% | +$1.07K | ﹤0.01% | 655 |
|
|
2023
Q1 | $480K | Sell |
5,302
-941
| -15% | -$85.1K | ﹤0.01% | 618 |
|
|
2022
Q4 | $529K | Buy |
6,243
+2,359
| +61% | +$200K | 0.01% | 513 |
|
|
2022
Q3 | $308K | Hold |
3,884
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $325K | Hold |
3,884
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $393K | Hold |
3,884
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $419K | Buy |
+3,884
| New | +$419K | ﹤0.01% | 594 |
|